| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Riley Stephenson Stephenson & Company, Inc. | 5,158 | $1.04M | $1.41M | $371,569.45 | 35.82% |
James Rankin Modern Wealth Management, LLC | 69,447 | $17.33M | $19.01M | $1.68M | 9.71% |
KKM Financial LLC KKM Financial LLC | 9,040 | $2.02M | $2.48M | $462,883.23 | 22.93% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,840 | $405,170.6 | $500,811.2 | $95,640.6 | 23.61% |
David Vollmer PFS Partners, LLC | 253 | $53,770.01 | $68,523.78 | $14,753.77 | 27.44% |
Benj Foor Frazier Financial Advisors, LLC | 710 | $152,340.96 | $192,353.21 | $40,012.25 | 26.26% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 15,994 | $3.44M | $4.38M | $941,261.33 | 27.4% |
Angela Kelley HTLF Bank | 3,992 | $806,999.74 | $1.09M | $283,494.9 | 35.13% |
Lydia Gallas Harbour Trust & Investment Management Co | 963 | $238,120.54 | $264,343.5 | $26,222.96 | 11.01% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,035 | $228,291.67 | $284,242.05 | $55,950.38 | 24.51% |
Amir Har-El Savvy Advisors, Inc. | 8,438 | $1.91M | $2.31M | $392,718.75 | 20.51% |
Ann Keitner Quantum Portfolio Management LLC | 35 | $10,516 | $9,464 | -$1,052 | -10% |
Joseph Morrison Sentry LLC | 3,283 | $588,267.68 | $904,515.74 | $316,248.06 | 53.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,736 | $320,927.69 | $469,197.4 | $148,269.71 | 46.2% |
Owen McCabe Tyche Wealth Partners LLC | 3,881 | $790,910.69 | $1.05M | $262,373.3 | 33.17% |
United Advisor Group LLC United Advisor Group, LLC | 9,185 | $2.26M | $2.48M | $223,779.02 | 9.9% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,699 | $817,185.04 | $1.02M | $201,944.94 | 24.71% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,773 | $361,451.39 | $481,280.85 | $119,829.46 | 33.15% |
Steven D Urban Urban Financial Advisory Corp | 2,259 | $455,512.49 | $616,639.23 | $161,126.74 | 35.37% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,426 | $286,797.34 | $387,893.39 | $101,096.05 | 35.25% |